PSIWM
Paradigm Strategies in Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
2,735
| – | – | 0.2% | 43 |
|
|
2025
Q1 | $254K | Hold |
2,735
| – | – | 0.17% | 42 |
|
|
2024
Q4 | $278K | Hold |
2,735
| – | – | 0.18% | 41 |
|
|
2024
Q3 | $262K | Hold |
2,735
| – | – | 0.16% | 42 |
|
|
2024
Q2 | $253K | Hold |
2,735
| – | – | 0.16% | 43 |
|
|
2024
Q1 | $231K | Hold |
2,735
| – | – | 0.14% | 45 |
|
|
2023
Q4 | $205K | Buy |
+2,735
| New | +$205K | 0.14% | 45 |
|
|
2023
Q3 | – | Sell |
-3,335
| Closed | -$235K | – | 46 |
|
|
2023
Q2 | $235K | Hold |
3,335
| – | – | 0.16% | 40 |
|
|
2023
Q1 | $213K | Buy |
+3,335
| New | +$213K | 0.17% | 40 |
|
|
2022
Q3 | – | Sell |
-3,335
| Closed | -$201K | – | 41 |
|
|
2022
Q2 | $201K | Hold |
3,335
| – | – | 0.22% | 40 |
|
|
2022
Q1 | $255K | Hold |
3,335
| – | – | 0.27% | 36 |
|
|
2021
Q4 | $279K | Sell |
3,335
-244
| -7% | -$20.4K | 0.28% | 36 |
|
|
2021
Q3 | $265K | Hold |
3,579
| – | – | 0.25% | 39 |
|
|
2021
Q2 | $260K | Sell |
3,579
-209
| -6% | -$15.2K | 0.23% | 37 |
|
|
2021
Q1 | $247K | Buy |
+3,788
| New | +$247K | 0.24% | 36 |
|